Investor sentiment pulse from earnings calls + analyst notes

Pull investor sentiment for the {{sector / category}} from the last 90 days.

Inputs:
- Sector / category definition: {{specific enough that two analysts would draw the same boundary}}
- Comparable companies (5–10): {{paste — public preferred for earnings data}}
- The specific question driving this: {{paste — e.g. "is now a good time to fundraise" / "should we hold the round" / "is our valuation defensible"}}

Output:

## Earnings call themes
The 3 themes that came up across multiple comparable companies' last earnings:
- The theme (1 sentence)
- The companies that mentioned it (links to specific calls / transcripts)
- The investor questions it prompted
- The CEO/CFO answers that landed well or badly

## Analyst note patterns
The 2–3 patterns across recent sell-side analyst notes:
- What's getting upgraded / downgraded
- Common worries
- Common bull-case angles

## Funding activity
- Recent rounds in the category (last 90 days)
- Valuation multiples (revenue or ARR)
- Notable down rounds or flat rounds (signal of market repricing)

## What the smart money is doing
Specific named investors and what they've been writing / saying publicly. Skip vague "VCs are bullish on X" claims.

## Risk-off vs. risk-on read
One-paragraph summary of where the category sits. Tied to specific evidence, not vibes.

## What this means for us
Tied back to the inputs. If timing a raise: window guidance. If timing a sale: positioning recommendations. If just trying to read the room: the 1-page version you'd brief a board with.

## Sources
Numbered, with URLs and dates. Earnings call dates, analyst note publication dates, funding announcement dates.

Hard rules:
- Quote directly when claiming what investors said — don't paraphrase
- Distinguish "the sentiment that was loud" from "the sentiment that's actionable"
- Date everything — sentiment can flip in 30 days
- Don't read sentiment off Twitter — it amplifies the loudest, not the most informed